1. Home
  2. AccessAlly
  3. Plugin & Basic Site Setup
  4. How to migrate to AccessAlly from another plugin or CRM with the AccessAlly Migration Wizard

How to migrate to AccessAlly from another plugin or CRM with the AccessAlly Migration Wizard

This tutorial is helpful in two different use cases:

First, if you’re migrate your membership site to AccessAlly from another WordPress plugin.

Second, if you have an existing client base inside your CRM (whether that’s Infusionsoft, Ontraport, ActiveCampaign, ConvertKit, or Drip) that need to be imported into a new AccessAlly site.

That’s why we created the super handy “AccessAlly Migration Wizard”. it’s a simple one-time use plugin that you can install and run to convert your members into AccessAlly users on your membership site.

On this page, you’ll see how you can use this simple migration tool to get up and running. It is applicable for both use cases listed above.

Video Tutorial: How to Migrate Existing Members Into AccessAlly

Please review the tutorial video for your CRM platform below.

COMING SOON

Written Tutorial: How To Install the AccessAlly User Migration Wizard

Not sure how to install the Migration Wizard? Follow this tutorial to learn how to install it.

Press here to reveal

STEP 1: Install AccessAlly and Fill in Initial Setup System Integrations

If you have not yet installed AccessAlly, you can follow along with the detailed instructions for this initial set up here.

Migrating Existing Users

If you have any members who use a username other than their email address to login to your WordPress website, you’ll want to check off the “Username Field” checkbox and create a field in your CRM to store their username. In 99% of cases, members use their email as their username – so you won’t need to check this off.

You will also need to create a Custom Field to store the password of your members inside your CRM.

STEP 2: Install The User Migration Wizard Tool

The AccessAlly User Migration Wizard can only be used on a site that already has AccessAlly configured.

  1. Download the plugin zip file (you’ll be asked to log into your account in order to download the file).
  2. On your membership site, open the WordPress Dashboard, and go to Plugins -> Add New -> Upload Plugin
    migrating existing members
  3. Select the downloaded accessally-user-migration zip file, and click on “Install Now”
  4. Once installed, click on Activate Plugin

Specific Tutorials

There are a couple of “special use cases” for migration. Please see the tutorials below to learn more:

Updated on January 9, 2018

Related Articles